DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Advisor moves
Arrivals at Rs Crum Inc.
A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Eric M Papa | Brookstone Wealth Advisors, LLC independent RIA | Rs Crum Inc. independent RIA | RIA to RIA | Mar 7, 2022 | Jul 25, 2024 (871 d) |
| Douglas Anthony Jankowski | Greenberg Graham Advisors LLC other | Rs Crum Inc. independent RIA | Other | May 27, 2016 | Dec 11, 2025 (3485 d) |
| Jon Robert Theriault | Rs Crum, Inc. unclassified | Rs Crum Inc. other | Other | Sep 7, 2011 | Sep 21, 2011 |
| Mark Kendall Rylance | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Rs Crum Inc. other | Other | Jun 6, 2003 | Sep 2, 2011 (3010 d) |
Page 1 of 1
4 moves match.